Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,997 institutions that hold shares in the stock, with a total of 822 Million shares, which have been reported (via 13F filing form) to have a value of $477 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,154
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
2,153
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,148
shares
|
$1.25 Million
0.06% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
2,146
shares
|
$1.25 Million
0.74% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
2,132
shares
|
$1.24 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
2,130
shares
|
$1.24 Million
0.26% of portfolio
|
Q2 2025
Added 89.0%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,125
shares
|
$1.23 Million
0.45% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,119
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
2,112
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
2,111
shares
|
$1.23 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,107
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
2,107
shares
|
$1.22 Million
0.42% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
2,107
shares
|
$1.22 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,106
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
2,099
shares
|
$1.22 Million
0.7% of portfolio
|
Q2 2025
Added 64.11%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
2,097
shares
|
$1.22 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,096
shares
|
$1.22 Million
0.48% of portfolio
|
Q4 2023
Added 8.71%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
2,096
shares
|
$1.22 Million
0.6% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,093
shares
|
$1.21 Million
0.38% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,093
shares
|
$1.21 Million
0.44% of portfolio
|
Q2 2023
Reduced 0.76%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,092
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2025
Reduced 49.7%
|
|
|
Maren Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,085
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
2,074
shares
|
$1.2 Million
0.37% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,066
shares
|
$1.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 86.23%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,065
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Added 11.5%
|